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Burr Financial Services’s GE Vernova GEV Stock Holding History

Burr Financial Services’s Portfolio GEV Stock Details GEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$341K Hold
290
– – 0.21% 18
2026
Q1 		$253K Buy
+290
New +$226K 0.2% 20
2024
Q2 		– Sell
-3,077
Closed -$515K – 34
2024
Q1 		$515K Buy
+3,077
New +$412K 0.4% 25

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Burr Financial Services's GEV Position: Q2 2026 in Review

Burr Financial Services held its GE Vernova (GEV) position steady in Q2 2026 at 290 shares worth $341K. The position accounts for 0.21% of the portfolio, ranked #18.

Burr Financial Services first reported a position in GEV in Q1 2024 and has held it in 3 quarters since. The position peaked at $515K in Q1 2024. 3,291 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Burr Financial Services held 290 shares of GE Vernova worth $341K as of Q2 2026.
  • Burr Financial Services left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.21% of Burr Financial Services's portfolio in Q2 2026, its #18 holding.
  • Burr Financial Services first reported a position in GE Vernova in Q1 2024 and has held it in 3 quarters since.
  • Burr Financial Services's GE Vernova position peaked at $515K in Q1 2024.
  • 3,291 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Burr Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.